Planning & documents

Release-of-information forms

Caregivers often get blocked if no release is on file. This page outlines the basic approach.

Quick checklist

  • Ask the clinic what form they use to allow info sharing.
  • Get the form signed and confirm it’s in the chart.
  • Keep a copy in the binder.
  • Reconfirm after hospitalizations or new providers.

Reputable links

Tip When you add links, prefer official (.gov) and major nonprofit sources first.